Sara Spaccamonti is not listed as a control person, but directly owns between 5% and 10% of Global Wealth Strategies and Associates.
Global Wealth Strategies and Associates is an investment adviser based in Denver, CO, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and business development companies. Its regulatory assets under management total $457 million, as filed on 25 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5489982
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Role
- Member, COO
- In role since
- January 2022 · 4 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Denver, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sara Spaccamonti work?
Sara Spaccamonti has been Member, COO of Global Wealth Strategies and Associates, LLC since January 2022.
How can I verify Sara Spaccamonti’s record?
Sara Spaccamonti’s role is listed on Global Wealth Strategies and Associates, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 316072.